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  1. UX Product
  2. UXPROD-199

The ability to import/export fund updates via csv file in order to bulk edit funds

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    Details

    • Template:
      UXPROD features
    • Front End Estimate:
      Large < 10 days
    • Back End Estimate:
      XL < 15 days
    • Confidence factor:
      Low
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      57
    • PO Rank:
      83
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R3
    • Rank: Duke (Full Sum 2021):
      R3
    • Rank: 5Colleges (Full Jul 2021):
      R4
    • Rank: FLO (MVP Sum 2020):
      R5
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R4
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: Leipzig (Full TBD):
      R4
    • Rank: Leipzig (ERM Aut 2019):
      R5
    • Rank: MI State-Lib of MI (Sum 2021):
      R4
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R4
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Purpose: Users need to be able to export and import their ledgers in order to bulk edit Fund and Budget details easily

      Use cases:

      • Librarian administrator logs into folio after finishing fiscal year rollover. The librarian needs to allocate money to all budgets in the new fiscal year. User downloads all budgets and updates numbers in spreadsheet. Uploads all numbers to update values in Finances
      • Library may want to upload budget numbers for planned budgets for the coming year. This would require us to have the ability to choose what fiscal year we are adding the budget information to.
      • Mid fiscal year it is sometimes necessary to make updates to budget allocations. TO do this we would export budgets and make changes to the necessary budgets. Uploading these changes would result in increases or decreases in allocation for the budget that were changed.

      High-Level Requirements:
      Add button to Ledger record that triggers export import of csv file
      Export all associated Fund details
      Export all associated budget details
      Able to import budget details in defined format with new allocation and allowable percentages
      Able to import Funds and update group, transfer to/from, status, external account number, type and description

      Note changing the Fund information and budget information at the same time my be confusing. Could be helpful to separate these into separate actions.

      Approach:

      https://wiki.folio.org/display/DD/Data+export+by+using+Spring+Batch

      Out of scope:

      • Creating any type of transfer, payment or credit using this process.
      • Creating new Funds during this process

      Grooming

      Export to CSV

        TestRail: Results

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                cboerema Cate Boerema
                Front End Estimator:
                Harry Harry
                Back End Estimator:
                Harry Harry
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                0 Vote for this issue
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                6 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases